Birchbrook’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Birchbrook’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.9K	Hold	158	–	–	0.02%	137
2026 Q1	$39.3K	Hold	158	–	–	0.02%	135
2025 Q4	$43.8K	Hold	158	–	–	0.02%	131
2025 Q3	$43.2K	Hold	158	–	–	0.02%	132
2025 Q2	$38.9K	Hold	158	–	–	0.02%	133
2025 Q1	$33.3K	Hold	158	–	–	0.02%	132
2024 Q4	$37.2K	Buy	+158	New	+$36.3K	0.02%	131
2024 Q3	–	Sell	-82	Closed	-$17.6K	–	276
2024 Q2	$17.6K	Buy	+82	New	+$16.3K	0.01%	168

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return